Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • Salem State College (Salem, Massachusetts), Bachelors of Arts, Economics

Previous experience

  • District Manager and Registered Principal for Oregon and SW Washington at Ameriprise Financial, 3
  • Registered Principal of 56 securities offices at M Financial, 3
  • Municipal Securities Principal and Registered Options Principal at M Financial, 2
  • Policy-making Compliance Officer at M Financial, 3
  • Regional Compliance Auditor for 7 States (1,440 Advisors) at WMA Securities, 2

Community participation

  • Community involvement with children's school
  • Community work within Multnomah Village (home | Multnomahvillage)

Interests

  • Married and father of boy and girl twins
  • Wine country and Oregon wines